Integrated Wealth Management (Palm Desert)’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio FTC Stock Details FTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-404	Closed	-$20K	–	516
2016 Q3	$20K	Buy	+404	New	+$20.5K	0.01%	599

Other funds holding FTC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s FTC Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q4 2016, closing a stake of 404 shares — an estimated $20K sold.

Integrated Wealth Management (Palm Desert) first reported a position in FTC in Q3 2016 and held it in 1 quarter. The position peaked at $20K in Q3 2016. 64 funds tracked by Wall St. Rank hold FTC as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 404 First Trust Large Cap Growth AlphaDEX Fund shares in Q4 2016, an estimated $20K.
Integrated Wealth Management (Palm Desert) first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2016 and held it in 1 quarter.
Integrated Wealth Management (Palm Desert)'s First Trust Large Cap Growth AlphaDEX Fund position peaked at $20K in Q3 2016.
64 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.